FAM
Formidable Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
8,455
| – | – | 0.08% | 234 |
|
|
2025
Q1 | $483K | Buy |
8,455
+568
| +7% | +$32.5K | 0.08% | 232 |
|
|
2024
Q4 | $454K | Sell |
7,887
-364
| -4% | -$20.9K | 0.07% | 245 |
|
|
2024
Q3 | $491K | Sell |
8,251
-817
| -9% | -$48.6K | 0.08% | 228 |
|
|
2024
Q2 | $514K | Buy |
9,068
+3,929
| +76% | +$223K | 0.08% | 232 |
|
|
2024
Q1 | $297K | Buy |
5,139
+295
| +6% | +$17.1K | 0.05% | 280 |
|
|
2023
Q4 | $266K | Buy |
4,844
+2
| +0% | +$110 | 0.06% | 227 |
|
|
2023
Q3 | $259K | Buy |
+4,842
| New | +$259K | 0.06% | 232 |
|